10 Stocks Jim Cramer Talked About & Warned About A Weak Market

In this article, we will discuss: 10 Stocks Jim Cramer Talked About & Warned About A Weak Market. For more stocks, you can head to 5 Stocks Jim Cramer Talked About & Warned About A Weak Market.

With markets continuing to absorb the impact from the operations and conflict in Iran, Jim Cramer has kept his eye on oil prices and equities. The CNBC TV host has repeatedly claimed that the share prices of oil majors are a key indicator of investor sentiment about the duration of the conflict. According to him, higher prices mean that the conflict will linger, while their drop indicates a cessation of hostilities. He is also viewing oil prices and the market in combination to outline that higher oil prices mean the markets can go lower. Cramer reasserted the viewpoint in a recent tweet:

“Oil up 87% for the year… will be hard to contain this decline now that the president gave us a mind-boggling misdirection play.. Remember we don’t have any instances of oil being up 100% and the market NOT being down 20%. So here we go again…”

Our Methodology

For this article, we compiled a list of stocks that Jim Cramer discussed during the episode of Squawk on the Street aired on April 1st, and the stocks he tweeted about. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2025, which was taken from Insider Monkey’s database of 1,000 hedge funds.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).

10. Chevron Corporation (NYSE:CVX)

Number of Hedge Fund Holders: 

Chevron Corporation (NYSE:CVX) is one of the largest oil companies in the world. Its shares are up by 27.6% year-to-date. Cramer has discussed the stock several times over the past month or so, particularly after the conflict in Iran. The CNBC TV host has repeatedly called Chevron Corporation (NYSE:CVX) and other oil stocks as a proxy for the Iran operations. He believes that the rising share price indicates that investors believe the conflict will continue and vice versa. Throughout 2025, Cramer was quite optimistic about Chevron Corporation (NYSE:CVX)  and went as far as to call the firm one of his favorites in the oil sector. Bernstein discussed the firm on March 22nd as it raised the share price target to $216 from $194 and kept a Market Outperform rating. The ongoing turmoil in the oil sector was at the heart of the coverage as Bernstein pointed out that it had increased the share price target to reflect updated models. Here is what Cramer said during the program about Chevron Corporation (NYSE:CVX):

“The market is speaking very loudly which is that, the market is saying, the President is going to end the war and we don’t want to be on the wrong side and be long a lot of Chevron. Which was at 213 when this started.

“Mike Wirth, is the largest in the Permian. He’s done so, the stock’s getting killed again, my signal that the war might be over. . .”

On March 31st, the CNBC TV host had expressed similar thoughts in a tweet:

“The stock of Chevron which has led the futures the whole way saw a reversal today that would indicate a momentary top out in oil.. just saying, the stock’s been ahead and it’s been right”

9. RH (NYSE:RH)

Number of Hedge Fund Holders: 

RH (NYSE:RH) is one of the largest homebuilding companies in America. Its shares are down 41% year-to-date, and they closed 19% lower on April 1st. On March 31st, the firm reported its fourth quarter earnings and posted $842 million in revenue and $1.53 in adjusted earnings per share to miss analyst estimates. Cramer has discussed RH (NYSE:RH) several times over the past couple of months. For instance, in September, he commented that the firm’s CEO, Gary Friedman, would agree with the claim that the housing market was the worst in four decades. In December, the CNBC TV host shared his take on what could help RH (NYSE:RH)’s shares. He remarked that the firm could benefit from the Federal Reserve deciding to lower interest rates. However, Cramer added that the firm could suffer if the housing market continued to suffer and Friedman proceeded with his expansion strategy. In this appearance, he shared that RH (NYSE:RH) was suffering from turnover:

“RH was a tough call, although I do say that Gary Friedman did talk about selling a lot of property. There’s a lot of land in Aspen. I don’t know they tell me the land in Aspen is worth a great deal. I’m not being facetious, they’ve have a debt problem. And the debt problem is what driving it down. They did have decent cash flow, it’s not enough. The turnover there, it is big. . .one of the great measures of things that we forget, when you have a big turnover, it’s not bullish. It says, you don’t have it under control . . .actual big people at the companies are departing.

“Gary’s fighting the worst housing market, I think it’s [inaudible] in history.”

Recurve Capital discussed RH (NYSE:RH) in its second quarter 2025 investor letter:

“The large negative contributions from both Cogent and RH (NYSE:RH) have been frustrating. Both are down for valid reasons, but I nonetheless expect great results from these companies over the coming years and they should become meaningful positive contributors to performance.

RH became a lightning rod for tariffs in April. As of this writing, presumably “stable” future tariff rates have been established in its largest source markets (especially China and Vietnam) which have taken the worst-case scenarios off the table (i.e. the bottom branches of the decision tree have been trimmed). There are still a few more tariff negotiations to come, but they are relatively small in exposure and we estimate that RH can offset the gross profit impact of these new tariff rates with about a 6-7% price increase. The company already pushed through HSD/LDD price increase across many SKUs in April/May. In other words, the gross profit impact already has been mitigated. With the most significant headline risks behind us, we see a cleaner operating environment going forward which should allow RH to resume and sustain its double-digit growth for years to come.”

8. Apple Inc. (NASDAQ:AAPL)

Number of Hedge Fund Holders: 169

Apple Inc. (NASDAQ:AAPL) is one of Jim Cramer’s favorite stocks. For more than a year, he has asserted that it is better to buy and hold the shares instead of trading them. Apple Inc. (NASDAQ:AAPL)’s stock is up by more than 25% over the past year and down by 5.6% year-to-date. Evercore ISI discussed the firm on March 24th as it kept an Outperform rating and a $330 share price target for the stock. The financial firm discussed Apple Inc. (NASDAQ:AAPL)’s Services business as it remarked that it expects it to increase the firm’s average revenue per user through strong adoption. However, Evercore added that the technology company could do more to actively participate in the AI race. Cramer has also discussed Apple Inc. (NASDAQ:AAPL)’s AI strategy several times over the past couple of months. One of his more striking remarks has called the firm a “freeloader” to claim that it is simply waiting to benefit from the investments made by technology giant Google through a partnership. In this appearance, he briefly praised the firm’s CFO:

“Happy 50th birthday to Apple. They have a CFO, whom I think is, look Luca Maestri was a titan, but I think this Kevan Parekh is starting to really get a feel of things. And I think that is, huge.”

7. Arm Holdings plc (NASDAQ:ARM)

Number of Hedge Fund Holders: 33

Chip designer Arm Holdings plc (NASDAQ:ARM)’s shares are up by 29% year-to-date and by 22% over the past month. The shares closed 16% higher on March 25th after the firm remarked that its in-house AI chip could generate $15 billion in revenue by 2031. On February 24th, Bank of America discussed Arm Holdings plc (NASDAQ:ARM)’s shares as it increased the price target to $140 from $135 and kept a Neutral rating on the shares. BofA remarked that the chip company’s share price could rally by as much as 25% by 2030 and added that the launch of a new in-house chip could increase its targeted market. Cramer discussed Arm Holdings plc (NASDAQ:ARM) throughout 2025, and he speculated in February that the firm would end up doing better in the AI market than believed at the time. In this appearance, he took a swing at co-host David Faber and called Arm Holdings plc (NASDAQ:ARM) a winner:

“Here’s another one that David will like, winners, win. David, Arm Holdings. You used to laugh at Rene Haas.”

6. NIKE, Inc. (NYSE:NKE)

Number of Hedge Fund Holders: 82

Apparel giant NIKE, Inc. (NYSE:NKE) is a frequent feature of Cramer’s discussion. Throughout 2025, the CNBC TV host has commented on the firm’s ongoing turnaround efforts. In most of these appearances, he has maintained optimism about NIKE, Inc. (NYSE:NKE) and its CEO, Elliott Hill’s ability to correct the ship. However, more recently, his opinion started to shift from enthusiastic optimism to a more cautionary tone. For instance, in December, Cramer remarked that NIKE, Inc. (NYSE:NKE) needed more innovation and less inventory to right its ship. Later in the month, he advised viewers on Mad Money to sit this one out if they didn’t have the patience for a turnaround. NIKE, Inc. (NYSE:NKE)’s shares are down by 30% year-to-date, and they closed 15.5% lower on April 1st. On March 31st, the firm reported its fiscal third quarter earnings, which saw its $11.28 billion in revenue and $0.35 in adjusted earnings beat revenue estimates but miss them for the latter. Following the release, Cramer’s tone shifted further towards caution when it comes to NIKE, Inc. (NYSE:NKE):

“Yeah I was, and I was wrong. In my charitable trust I did tell people not to buy ahead of the quarter. I had, there were just too many signs that things were just not turning. You know if you look at it, this is a sports company, so if you said, well, they thought they were going to be in the playoffs, they’re nowhere even near the playoffs. It’s not even clear exactly what you would do. And there’s so many different buckets that have to be fixed. I think that what’s happened, and this is sometimes David, You see this, you think you’ve got the problems under control, because you inherited a really problematic situation. But it was far more problematic than you realized. This is something that people feel about Starbucks, I think Brian Niccols got in under control. . .I found it a discouraging quarter. I’m rooting for them, but that means absolutely nothing. And I don’t know if I were running the company, what, I feel terrible about this, what I would do.

“Elliott, I mean, US was great, now it’s kind of like foot of the pedal a little bit. Europe’s not great. China’s not great. The situation is this, there’s a Fall analyst meeting. And the question is. . .should they have one?”

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